Managing Suppliers

Create and maintain supplier records with contact information, tax identifiers, and notes to keep your supply chain organized.

Creating a Supplier

Add a new supplier by filling out the creation form. Only the supplier name is required; all other fields are optional.

New Supplier FormLive Preview
Payment terms, minimum orders, special instructions...

Contact person

Adding a contact person makes it easier to reach the right person at the supplier. The contact name is also searchable from the supplier list.

Supplier Details

Clicking a supplier card opens their detail view with contact information and linked purchase orders.

Supplier Detail ViewLive Preview
T

TechFlow Distributors

Supplier since Jun 1, 2024
Emailorders@techflow.com
Phone(555) 333-4444
Contact PersonLinda Park
Tax IDTF-882991
Address1200 Commerce Blvd, Dallas, TX 75201
NotesPrimary laptop supplier. Net-30 terms.

Supplier Stats

Each supplier profile shows key order metrics that update automatically as purchase orders are created and fulfilled.

Supplier StatisticsLive Preview
14Total Orders
$87,500.00Total Ordered

Order count

The order count includes all purchase orders regardless of status (draft, sent, partial, fulfilled, or cancelled).

Editing a Supplier

Open a supplier's detail page and click the Edit button to update any field. Changes save immediately.

All fields except the name can be left blank. You can add information incrementally as your relationship with the supplier develops.

Deleting a Supplier

Remove a supplier record from your business. This action requires confirmation.

Cannot delete with linked orders

A supplier cannot be deleted if they have any purchase orders (in any status). You must delete or reassign all purchase orders first before removing the supplier record.